In this episode of Energy Newsbeat Daily Standup, Stuart Turley and Michael Tanner break down why China’s critical mineral export ban could actually benefit the U.S. by forcing innovation and onshoring of refining capacity. They cover China and Iran’s oil-for-infrastructure deal, David Blackman’s call for Congress to fix regulatory instability, Phil Mickelson’s surprising pro-drilling stance, and Texas driller Sable’s appeal to Trump’s team to revive a stalled California oil project. The hosts wrap up with Baytex’s $3 billion Eagle Ford sale and how Trump’s 100 percent tariffs on China are shaking oil markets.
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https://www.linkedin.com/in/stuturley/ and
Twitter: https://twitter.com/STUARTTURLEY16
Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and
Twitter: https://twitter.com/mtanner_1
Timestamps:
00:00 - Intro
00:15 - The Current State of Critical Minerals in the US Market
06:59 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions
09:08 - DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects
10:40 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling
13:12 - Texas Oil Driller Taps Trump’s Team to Save California Crude Project
18:18 - Market Update
19:55 - Rig Count Drops as Oil Prices in Free Fall
Frac Count Update
20:03 - Baytex Considers $3B Eagle Ford Asset Sale
26:35 - Outro
Links to articles discussed:
The Current State of Critical Minerals in the US Market
China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions
DAVID BLACKMON: Only Congress Can Reverse Instability Regulating Energy Projects
Phil Mickelson says if you want cleaner Beaches, then restart oil drilling
Texas Oil Driller Taps Trump’s Team to Save California Crude Project
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